WTR Small-Cap Spotlight
WTR Small-Cap Spotlight is Water Tower Research's weekly podcast covering small-cap and micro-cap equities. Each episode features exclusive CEO interviews, analyst deep-dives, and actionable stock ideas across sectors including biotech, energy, technology, and industrials. Hosted by Tim Gerdeman, WTR Vice Chair & Co-Founder, the show gives investors direct access to the management teams and analysts behind under-the-radar opportunities. New episodes weekly on Apple Podcasts, Spotify, and all major platforms.
Episodes
311 episodes
WTR Insights Conference Featured Speaker: Joseph Lucosky of Lucosky Brookman on Getting Listed and Staying Listed in 2026
Recorded as a featured session at the WTR Virtual Insights Conference, Joseph Lucosky, Managing Partner of Lucosky Brookman, joins Shawn Severson, CEO and Founding Partner of Water Tower Research, to break down what has changed for emerging gro...
Natural MedTech: Why the Psychedelic Opportunity Starts With Manufacturing
In this episode, Natural MedTech CEO and Co-Founder Luke McFarlane joins WTR healthcare analyst Robert Sassoon and Shawn Severson to discuss the company's biosynthetic psilocybin manufacturing platform and its position within Australia's evolvi...
WTR Virtual Insights Conference: Preview with Shawn Severson
In this episode of the WTR Small Cap Spotlight, Shawn Severson, Co-Founder and CEO of Water Tower Research, joins host Tim Gerdeman, Vice Chair, Co-Founder, and Chief Marketing Officer of Water Tower Research, to preview the WTR Virtual Insight...
WTR Analyst Perspectives | Renewable Fuels Decoded: Geopolitics, Mandates, and the Carbon Payday
In this inaugural episode of WTR Analyst Perspectives, Peter Gastreich, Managing Director for Energy Transition and Sustainable Investing, joins Tim Gerdeman to share his read on the renewable fuels sector coming off its strongest earnings seas...
LanzaTech (LNZA): Waste Carbon to Ethanol, SAF and Marine Fuel Demand, and Embedded Value
In this episode of the WTR Small Cap Spotlight, Dr. Jennifer Holmgren, Chief Executive Officer of LanzaTech Global, Inc. (Nasdaq: LNZA), joins WTR's Peter Gastreich (Managing Director, Energy Transition and Sustainable Investing) and Tim Gerdem...
Our Bond, Inc. (OBAI): Preventative Personal Security for Everyone: Inside the AI Platform Closing the 911 Gap
In this episode of the WTR Small Cap Spotlight, Our Bond, Inc. Founder and CEO Doron Kempel joins WTR's James Kisner and Tim Gerdeman to introduce the company's AI-powered preventative personal security platform and the profound gap it addresse...
Joseph Lucosky (Lucosky Brookman LLP): Getting a Microcap Deal Done Is a Full Contact Sport
In this episode of the WTR Small Cap Spotlight, Joseph Lucosky, Managing Partner of Lucosky Brookman LLP, joins WTR's Tim Gerdeman to discuss his new seat on the SEC's Small Business Capital Formation Advisory Committee, NASDAQ's stayed $5 mill...
Cloudastructure (CSAI): From Shell Casings to Safe Properties — Inside a 99% Retention AI Surveillance Platform
In this episode of the WTR Small Cap Spotlight, Cloudastructure Chairman and CEO James McCormick and CFO Greg Smitherman join WTR's James Kisner and Tim Gerdeman to discuss the company's cloud-native, AI-powered video surveillance and remote gu...
ZMH Advisors: Know Before They Knock — Inside the Activist Playbook Targeting Small and Mid-Cap Boards
In this episode of the WTR Small Cap Spotlight, Waheed Hassan, Founder and CEO of ZMH Advisors, joins Tim Gerdeman to break down shareholder activism and what small and mid-cap boards need to know before an activist comes knocking. Bloomberg ra...
Ambiq Micro (AMBQ): Intelligence Everywhere: Ultra-Low-Power Semiconductors for the Edge AI Era
In this episode of the WTR Small Cap Spotlight, Ambiq Founder and CTO Scott Hanson joins WTR's James Kisner and Tim Gerdeman to discuss how the company's ultra-low-power semiconductors are enabling on-device AI across personal, medical, industr...
WTR Energy Perspectives: Navigating Volatile Commodity Markets Heading Into 2027
In this episode of the WTR Small Cap Spotlight, WTR Managing Director for Natural Resources Jeff Robertson joins Tim Gerdeman to assess the second half of 2026 and early 2027 budget outlooks for the U.S. energy sector. The conversation covers h...
First Phosphate (PHOS): From Bell Ringing to Building a North American LFP Supply Chain
In this episode of the WTR Small Cap Spotlight, First Phosphate CEO John Passalacqua joins WTR's Dmitry Silversteyn and Tim Gerdeman to discuss the company's recent NASDAQ listing and what it means for First Phosphate's next phase of developmen...
Circus SE (CA1): Live From Munich: Inside Circus SE's AI-Enabled Robotic Kitchen
In this WTR Small-Cap Spotlight showcase, host James Kisner joins virtually with WTR's Mike McCormack on the ground in Munich with Elena Coles, Head of Investor Relations at Circus SE (XETRA: CA1), the German AI robotics company building autono...
Comstock Inc. (LODE): Scaling Solar Recycling, Monetizing Silver Springs, and the Road to Profitability
In this episode of the WTR Small Cap Spotlight, Comstock Inc. CEO Corrado De Gasperis joins WTR's Peter Gastreich and Shawn Severson to follow up on questions submitted by investors during the company's recent fireside chat. De Gasperis provide...
Drone Volt (ALDRV): Strong 1H26 Results and the Shift to Higher-Value Drone-as-a-Service Operations
In this episode of the WTR Small Cap Spotlight, Drone Volt Chairman Stefano Valentini joins WTR's Senior Equity Research Analyst Dr. John Roy and Tim Gerdeman to discuss the company's solid first half 2026 results and its strategic evolution to...
Brazil Potash (GRO): Advancing a Domestic Potash Solution for the World's Largest Importer
In this episode of the WTR Small Cap Spotlight, Brazil Potash CEO Matt Simpson joins WTR's Dmitry Silversteyn and host Shawn Severson to discuss the company's Autaz potash project in Brazil's Amazonas state and the series of developments system...
Cannara Biotech (LOVFF): Gaining Share in the Canadian Cannabis Market
In this episode of the WTR Small Cap Spotlight, Cannara Biotech COO and Interim CFO Nick Sosiak joins WTR's Linda Bolton Weiser and Tim Gerdeman to discuss the company's expansion following the announcement of a long-term international supply a...
DeFi Development Corp. (DFDV): Why Solana and How the Company Is Positioned for the Future
In this episode of the WTR Small Cap Spotlight, DeFi Development Corp. Chief Strategy Officer Dan Kang joins host Tim Gerdeman and WTR Senior Equity Research Analyst Dr. John Roy to discuss the company's corporate strategy as a Solana-focused d...
First Phosphate (FRSPF): Building a G7-Backed North American LFP Battery Supply Chain
In this episode of the WTR Small Cap Spotlight, First Phosphate CEO John Passalacqua joins WTR's Tim Gerdeman and Dmitry Silversteyn to discuss the company's strengthened financial position following an oversubscribed $17.7 million private plac...
Wrap Technologies (WRAP): How an ATF Ruling Could Change Everything for a Non-Lethal Restraint Leader
In this episode of the WTR Small Cap Spotlight, Wrap Technologies Founder, Chairman, and CEO Scot Cohen joins host Tim Gerdeman and analyst Eric Goldstein to discuss a month of significant news flow for the company. Cohen walks through a favora...
Energy Roundup: US Natural Gas Fields Benefitting From Data Centers Strategic Positioning
In this episode of the WTR Small Cap Spotlight, WTR Natural Resources analyst Richard Tullis joins host Tim Gerdeman for an in-depth look at the U.S. data center buildout and the critical role natural gas is playing and is expected to continue ...
Avalon Advanced Materials (AVLNF): Building North America's Rare Earth and Lithium Processing Platform
In this episode of the WTR Small Cap Spotlight, Avalon Advanced Materials CEO Scott Monteith, CFO Lorin Crenshaw, and VP of Corporate Development Chris Sinek join WTR's Tim Gerdeman and Dmitry Silversteyn to discuss the company's strategy to be...
WTR Energy Universe: 2Q26 Earnings Season in Focus
In this episode of the WTR Small Cap Spotlight, WTR Managing Director for Natural Resources Jeff Robertson joins host Tim Gerdeman to preview second quarter 2026 earnings season for the U.S. energy sector. Recorded July 27, 2026 — as the majori...
NeoVolta (NEOV): Powering Up U.S. Battery Manufacturing
In this episode of the WTR Small-Cap Spotlight Podcast, Ardes Johnson, CEO of NeoVolta, joins host Tim Gerdeman, Co-Founder and Chief Marketing Officer, and analyst Eric Goldstein. NeoVolta is a Southern California-founded energy storage compan...
Nauticus Robotics (KITT): New CRO on Autonomy, Manipulator Tech, and the Commercial Path Forward
In this episode of the WTR Small Cap Spotlight podcast, Brian Allen, Chief Revenue Officer of Nauticus Robotics, Inc. (Nasdaq: KITT), joins WTR's Tim Gerdeman (Vice Chair, Co-Founder & Chief Marketing Officer) and Peter Gastreich (Managing ...